Investment adviser · CRD 328627
DIGITAL ASCENSION GROUP - WEALTH
Investment adviser filing (IA)
DIGITAL WEALTH PARTNERS LLC
DALLAS, TX, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $555M Form ADV · Item 5.F
- Client accounts
- 2,551 Accounts, not individual clients
- Employees
- 70 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 2,165 | $298,569,341 | 53.8% |
| Pooled investment vehicles | 4 | $219,440,786 | 39.5% |
| High-net-worth individuals | 382 | $37,125,858 | 6.7% |
Filing source
Form ADV 2132698 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
DWPM TACTICAL INCOME FUND I LPOther Private Fund · Last reported Sep 17, 2026$103MGross asset value
Form D fundraising filings
DWPM Tactical Income Fund I LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WITHUMSMITH+BROWN, PC
PCAOB 100
Fund details & source
- Fund ID
- 805-6254816383
- Reported beneficial owners
- 440
- Minimum commitment
- $50K
- Form D file number
- 021-555937
Form ADV 2132698 · Sep 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
DWPM PRIME GROWTH FUND I LPOther Private Fund · Last reported Sep 17, 2026$52.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WITHUMSMITH+BROWN, PC
PCAOB 100
Fund details & source
- Fund ID
- 805-6719735348
- Reported beneficial owners
- 287
- Minimum commitment
- $50K
- Form D file number
- 021-555936
Form ADV 2132698 · Sep 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
DWPM DIGITAL ASSET INCOME FUND I LPOther Private Fund · Last reported Sep 17, 2026$37MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WITHUMSMITH+BROWN, PC
PCAOB 100
Fund details & source
- Fund ID
- 805-3107536738
- Reported beneficial owners
- 9
- Minimum commitment
- $50K
- Form D file number
- 021-54309
Form ADV 2132698 · Sep 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
DWPM DIGITAL ASSET GROWTH FUND I LPOther Private Fund · Last reported Sep 17, 2026$26.9MGross asset value
Form D fundraising filings
DWPM Digital Asset Growth Fund I LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WITHUMSMITH+BROWN, PC
PCAOB 100
Fund details & source
- Fund ID
- 805-7987991834
- Reported beneficial owners
- 96
- Minimum commitment
- $50K
- Form D file number
- 021-543091
Form ADV 2132698 · Sep 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
5910 NORTH CENTRAL EXPRESSWAY, SUITE 1450DALLAS, TX, 75206, United States
CRD 328627
Filing source
Form ADV 2132698 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.